Schroders Global Market Perspective
Schroders Global Market Perspective is a quarterly document which outlines Schroders' views of likely developments over the next twelve months and gives clients a flavour of the debate and analysis at the Cyclical Market Forum and the Global Asset Allocation Committee. It is wide ranging, containing views on the outlook for different regions of the world economy.
| Published Date | List Of Documents |
|---|---|
| 04/04/2008 | Schroders Global Market Perspective - Q2 2008 (5797 KB)
Fear has driven markets over the past quarter with investors fleeing from risk assets. Evidence that the US economy has entered a recession combined with ongoing liquidity problems in the financial system have driven investors out of equities and credit and into the safety of government bonds. |
| 19/12/2007 | Schroders Global Market Perspective - Q1 2008 (413 KB)
Two themes dominated our asset allocation discussions this quarter. The first was the impact of the credit crunch in financial markets on activity in the wider economy. The second issue was whether or not the emerging economies could continue to grow robustly in an environment where demand from the US is slowing. |
If you do not have Adobe Reader, you can download the software for free using the link above. It is necessary to install Adobe Reader in order to display and download PDF documents.
